Shorer Wealth Management Weekly Update: 09/18/2020

September 18, 2020 |Kelly Shorer
Global markets were relatively flat over the past week. But, beneath the surface, the investor unease that emerged a few weeks ago remains in place. It’s hard to pinpoint why that is, and it may be a simple case of a much needed pause after a rather rapid...
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Does your family have a succession plan? Tips for maintaining family harmony

September 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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Shorer Wealth Management Weekly Update: 09/11/2020

September 11, 2020 |Kelly Shorer
Global equity markets experienced some jitteriness over the past week, following through on some of the weakness that began the week before. We provide a bit more colour on the recent action and address the growing importance of the technology sector...
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Shorer Wealth Management Weekly Update: 09/04/2020

September 04, 2020 |Kelly Shorer
Global equity markets experienced some weakness this week, though the decline was sparked by no obvious catalyst. The week was also highlighted by a combination of hope on the vaccine front and global economic data for the month of August that suggest...
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Shorer Wealth Management Weekly Update: 08/28/2020

August 28, 2020 |Kelly Shorer
It was an eventful week from a news flow perspective, particularly in the United States, though much of it had little to do with the economy or markets. Another violent incident involving law enforcement and a black man in the U.S. rekindled the strong...
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Podcast: Key elements in financial planning: Staying on track with your goals and needs

August 24, 2020 |RBC Wealth Management Services

“During times of change or volatility, there are certain strategies that can help you manage your financial well-being.”

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Shorer Wealth Management Weekly Update: 08/14/2020

August 14, 2020 |Kelly Shorer
Global equity markets crept higher this week despite the lack of progress on a U.S. stimulus package. This week, we address the dichotomy that has emerged on the virus front between the U.S. and much of the rest of the world. We also discuss the implications...
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Shorer Wealth Management Weekly Update: 08/07/2020

August 07, 2020 |Kelly Shorer
North American equity markets advanced in a holiday-shortened week in Canada as investors continued to digest second quarter earnings reports and management outlooks for the balance of the year. This week will be remembered for the horrifying explosion...
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Shorer Wealth Management Weekly Update: 07/31/2020

July 31, 2020 |Kelly Shorer
Markets made little headway over the past week, finishing roughly where they started. It was a week that served to remind investors that improvements may be met with setbacks, both with respect to the coronavirus and the economic recovery. We offer some...
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Podcast: Key details to consider in Will and estate planning

July 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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